Aperio Group’s South Jersey Industries, Inc. SJI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $691K | Buy |
32,069
+4,732
| +17% | +$102K | ﹤0.01% | 1800 |
|
2020
Q3 | $527K | Sell |
27,337
-5,389
| -16% | -$104K | ﹤0.01% | 1784 |
|
2020
Q2 | $818K | Sell |
32,726
-5,052
| -13% | -$126K | ﹤0.01% | 1511 |
|
2020
Q1 | $944K | Sell |
37,778
-25,648
| -40% | -$641K | ﹤0.01% | 1332 |
|
2019
Q4 | $2.09M | Sell |
63,426
-2,411
| -4% | -$79.5K | 0.01% | 1074 |
|
2019
Q3 | $2.17M | Sell |
65,837
-3,738
| -5% | -$123K | 0.01% | 1020 |
|
2019
Q2 | $2.35M | Sell |
69,575
-1,050
| -1% | -$35.4K | 0.01% | 985 |
|
2019
Q1 | $2.27M | Buy |
70,625
+4,788
| +7% | +$154K | 0.01% | 990 |
|
2018
Q4 | $1.83M | Buy |
65,837
+619
| +0.9% | +$17.2K | 0.01% | 1023 |
|
2018
Q3 | $2.3M | Buy |
65,218
+4,479
| +7% | +$158K | 0.01% | 995 |
|
2018
Q2 | $2.03M | Buy |
60,739
+8,285
| +16% | +$277K | 0.01% | 1019 |
|
2018
Q1 | $1.48M | Buy |
52,454
+17,250
| +49% | +$486K | 0.01% | 1128 |
|
2017
Q4 | $1.1M | Buy |
35,204
+4,341
| +14% | +$136K | 0.01% | 1250 |
|
2017
Q3 | $1.07M | Buy |
30,863
+1,077
| +4% | +$37.2K | 0.01% | 1231 |
|
2017
Q2 | $1.02M | Buy |
29,786
+1,564
| +6% | +$53.5K | 0.01% | 1230 |
|
2017
Q1 | $1.01M | Sell |
28,222
-18
| -0.1% | -$642 | 0.01% | 1172 |
|
2016
Q4 | $951K | Buy |
28,240
+2,269
| +9% | +$76.4K | 0.01% | 1155 |
|
2016
Q3 | $767K | Buy |
25,971
+1,282
| +5% | +$37.9K | 0.01% | 1231 |
|
2016
Q2 | $781K | Buy |
24,689
+1,893
| +8% | +$59.9K | 0.01% | 1187 |
|
2016
Q1 | $649K | Buy |
22,796
+1,618
| +8% | +$46.1K | 0.01% | 1246 |
|
2015
Q4 | $498K | Sell |
21,178
-3,979
| -16% | -$93.6K | ﹤0.01% | 1337 |
|
2015
Q3 | $635K | Buy |
25,157
+4,111
| +20% | +$104K | 0.01% | 1178 |
|
2015
Q2 | $520K | Sell |
21,046
-6,642
| -24% | -$164K | 0.01% | 1296 |
|
2015
Q1 | $751K | Buy |
27,688
+5,332
| +24% | +$145K | 0.01% | 1066 |
|
2014
Q4 | $659K | Buy |
22,356
+6,250
| +39% | +$184K | 0.01% | 1082 |
|
2014
Q3 | $430K | Sell |
16,106
-258
| -2% | -$6.89K | 0.01% | 1210 |
|
2014
Q2 | $494K | Sell |
16,364
-3,342
| -17% | -$101K | 0.01% | 1131 |
|
2014
Q1 | $553K | Buy |
+19,706
| New | +$553K | 0.01% | 1280 |
|
2013
Q4 | – | Sell |
-23,372
| Closed | -$685K | – | 1199 |
|
2013
Q3 | $685K | Sell |
23,372
-1,686
| -7% | -$49.4K | 0.01% | 1005 |
|
2013
Q2 | $719K | Buy |
+25,058
| New | +$719K | 0.02% | 888 |
|